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Liberty Wealth Management’s Patrick Industries PATK Stock Holding History

Liberty Wealth Management’s Portfolio PATK Stock Details PATK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-243
Closed -$13K – 819
2021
Q3 		$13K Buy
243
+121
+99% +$6.48K ﹤0.01% 767
2021
Q2 		$6K Buy
+122
New +$6.98K ﹤0.01% 765

Other funds holding PATK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Liberty Wealth Management's PATK Position: Q4 2021 in Review

Liberty Wealth Management sold out of Patrick Industries (PATK) in Q4 2021, closing a stake of 243 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in PATK in Q2 2021 and held it in 2 quarters. The position peaked at $13K in Q3 2021. 226 funds tracked by Wall St. Rank hold PATK as of Q4 2021.

  • Liberty Wealth Management reported no remaining Patrick Industries position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 243 Patrick Industries shares in Q4 2021, an estimated $13K.
  • Liberty Wealth Management first reported a position in Patrick Industries in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Patrick Industries position peaked at $13K in Q3 2021.
  • 226 funds tracked by Wall St. Rank held Patrick Industries as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.